Your Free Retirement Planning Appointment

It is crucial to get your structure right, or you could pay an extra $30k in tax per annum. Find out how: https://www.sourcewealth.com.au/post/how-you-can-have-too-much-money-in-your-personal-name-in-retirement Book your obligation free appointment at: https://www.sourcewealth.com.au/ General advice only. For personal advice, please reach out.

In this video, I talk about 5 ways to make your retirement savings last longer, including: 1. Making additional super contributions whilst working 2. Adopting a TTR strategy post 60 if you are still working 3. Maximising your Centrelink entitlements 4. Finding cheaper ways to living in retirement 5. Utilising the Pension Loan Scheme if necessary The purpose of this content is to provide general information only and is not personal financial advice. To book in an obligation free initial appointment with us and receive tailored personal advice, please visit www.sourcewealth.com.au

I talk about the 7 worst financial mistakes I see including: 1. Buying the wrong investment property 2. Creating an SMSF when it is not right for you 3. Starting a business without a business plan 4. Not having enough life insurance and income protection 5. Not having a cashflow and savings structure in place 6. Paying a 'loyalty tax' by staying with your current bank 7. Having too many assets in your personal name and not enough in your tax free pension account The purpose of this content is to provide general information only and is not personal financial advice. To book in an obligation free initial appointment with us and receive tailored personal advice, please visit www.sourcewealth.com.au

I talk about four of the best tax planning strategies including: * Selecting the right owner of each asset * Making additional pre-tax contributions * Paying for income protection premiums personally and claiming the deduction * Negative gearing The purpose of this content is to provide general information only and is not personal financial advice. To book your obligation free consultation visit https://www.sourcewealth.com.au

Business owners have the advantage of being able to reach all of their goals, providing their business performance is good enough! It is also important to: * Remove key person risk * Ensure you contribute to your superannuation (even though sometimes not legally required to) * Consider buy/sell insurance for business partners * Know your small business CGT exemptions when selling * Consider whether you should own your own business premises via a SMSF To book your obligation free consultation visit https://www.sourcewealth.com.au/

This could be the biggest Financial trap I see! Don't assume the insurance in your super fund is right for you. Reach out to a Financial Planner to take out the right cover levels with the insurer that is best for you! #lifeinsurance #superannuation #incomeprotection

In this video we quickly compare some of the difference between property and shares in terms of upfront costs, ability to borrow and rate of return. The purpose of this content is to provide general information only and is not personal financial advice. To book in an obligation free initial appointment visit https://www.sourcewealth.com.au/freeinitialappointment

In this video I discuss some of the common things people in their 60's need to plan for financially including retirement planning, optimising your super, applying for government Age Pension, taxation planning and philanthropy and other legacy wishes. The purpose of this content is to provide general information only and is not personal financial advice. To book in an obligation free initial appointment visit https://www.sourcewealth.com.au/freeinitialappointment

In this video I discuss some of the common things people in their 50's need to plan for financially including options for your surplus cashflow as your mortgage diminishes, retirement planning, reviewing your superannuation, adapting to kids finishing high school and the need for life insurance. The purpose of this content is to provide general information only and is not personal financial advice. To book in an obligation free initial appointment visit https://www.sourcewealth.com.au/freeinitialappointment